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2.0 - 3.0 years

2 - 6 Lacs

surat

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About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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2.0 - 3.0 years

2 - 6 Lacs

surat

Work from Office

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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1.0 - 6.0 years

2 - 6 Lacs

ahmedabad

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About The Role Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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1.0 - 6.0 years

2 - 6 Lacs

surat

Work from Office

About The Role Acquisition Manager-RL SALES-Sales JOB DESCRIPTION Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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1.0 - 6.0 years

4 - 7 Lacs

mangaluru

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About The Role Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager About The Role Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"™s basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Experience2-3 years"™ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc

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1.0 - 6.0 years

4 - 7 Lacs

mysuru

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About The Role Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager About The Role Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"™s basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Experience2-3 years"™ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc

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1.0 - 6.0 years

2 - 6 Lacs

lucknow

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About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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1.0 - 6.0 years

4 - 7 Lacs

hyderabad

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About The Role Business Relationship Manager Department Business Banking Assets Location Position Grade Deputy Manager / Manager / Sr. Manager Job Role: Business Relationship Manager About The Role Manage and service existing portfolio of WC clients including renewal and enhancement of limits Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure growth in the portfolio by way of enhancement and achieve a minimum business target as defined in the SOP. Ensure timely renewal of limits, Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for submission of any pending stock statements, stock insurance and stock audit compliance. Visit client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products including WC limits and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"™s basis existing relationship management.Maintain CASA book and generate float income by opening all group accounts. Experience2-3 years"™ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong Oral and Written Communication Skills Relationship Management Skill & Good influencing skills Job Knowledge- The candidate would need to handle Sales for a gamut of products like WC, LAP, etc

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2.0 - 3.0 years

2 - 6 Lacs

ludhiana

Work from Office

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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1.0 - 6.0 years

3 - 7 Lacs

mumbai

Work from Office

About The Role JOB Role- Responsible for generation of revenues through sale of CA and Third Party Products like Insurance, Mutual Funds, Online Trading , Demat Accounts etc through the Sales Channel. Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the Branch and meet the Value, Volume and channel Productivity metrics. Responsible forleading a large Sales Channel comprising ofTeam Leaders and Sales. Executives and ensuringRecruitment, Training, Retention and Mentoring of Sales teams. Experience in handling large team. Background in order of preference 1. Banking 2.Financial Services JOB Role- Excellent written and oral communication skills MBA/Graduate Minimum work exp. 4 years

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2.0 - 3.0 years

2 - 6 Lacs

jaipur

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About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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0.0 - 2.0 years

1 - 4 Lacs

mumbai

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About The Role This is an Internal document. Management Trainee About The Role Company Name Kotak Mahindra Bank Limited About the organization Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL). Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The premise of Kotak Mahindra Group"™s business model is concentrated India, diversified financial services. The bold vision that underscores the Group"™s growth is an inclusive one, with a host of products and services designed to address the needs of the unbanked and insufficiently banked. For more information, please visit the Company"™s website at www.kotak.com Role Management Trainee Roles & Responsibilities You could be a part of any of the teams in Kotak Mahindra Bank such as Retail Assets, Retail Liabilities, Treasury, Private Banking, Commercial Bank, Business Banking, Wholesale Banking, Corporate functions etc. Some of the responsibilities will include - ‚ Contribute to projects and initiatives aimed at improving efficiency and performance. ‚ Collaborate with cross-functional teams on strategic business initiatives. ‚ Engage in continuous learning and professional development activities. ‚ Assist in day-to-day business operations. ‚ Support various departments in achieving their operational goals. ‚ Build and maintain strong relationships with internal and external stakeholders. ‚ Address queries and concerns promptly and effectively. ‚ Provide support to senior management in various tasks and projects. ‚ Participate in business development and customer outreach programs. Requirements ‚ Strong academic record with demonstrated leadership potential. ‚ Excellent communication and interpersonal skills. ‚ Analytical mindset with problem-solving abilities. ‚ Ability to work effectively in a team-oriented environment. ‚ Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Location Benefits Comprehensive training and development programs. Competitive salary and performance-based incentives. Opportunity for career advancement and growth within the organization. Health and wellness benefits. Employee engagement and recognition programs.

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2.0 - 3.0 years

6 - 9 Lacs

jalna

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About The Role Job Role: Achieve consumer durable and similar products new car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include Large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise and guide sales team assigned managing dealer relationships Job Requirements: ualification MBA and/or Professional Degree preferred Job Knowledge and experience Should have at least 2-3 years of experience in sales management Excellent written and oral communication skills Passion to achieve and grow with the Organization. Relationship Management Skill Strong on Integrity and open to new roles/ responsibilities

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2.0 - 6.0 years

3 - 5 Lacs

chennai

Work from Office

About The Role Job Role: Effective Team Handling to ensure Productivity of every TRM in the team. Recruiting 100% budgeted team and Training them to ensure meeting the sales budgets of the Location. Active engagement with team in new Client prospecting and joining them in client meetings for faster conversions. Sharing quality data points with Team members to ensure focus on right Target Segments. Work very closely with Asset Channels like WCG, SME, and Agri Teams to ensure achievement of Asset budgets by all TRMs in the team. Conducting regular training sessions on products and Processes to fill Knowledge gaps and to improve the Capabilities of Team Members. Ensure zero Tolerance on disciplinary and compliance issues. Ensure every team member gets proper work environment to work efficiently to do his/her Job. Work very closely with Trade PSMs, Branches and TSMs to ensure quality service is delivered to the NTB clients on-boarded by TRMs. Job Requirement: Personal: Ability to Handle a team of 10 members & nurture them for further growth. Good Communication, presentation and negotiation skills. Sound Knowledge on Trade and Forex products / processes. Handholding and managing the team members to ensure the required productivity is delivered. Hard working nature with strong networking skills. Ability to network with high end CA/CS/Corporate Law firms for sourcing large value capital account transactions. Positive approach and ability to engage with Supporting Channels. Problem solving and creative thinking. Professional: MBA graduate with min 7 to 8 years of experience in Current account & Business Banking - Sales Should have min 2 to 3 years of team handling experience with similar span.

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1.0 - 6.0 years

2 - 6 Lacs

mumbai

Work from Office

About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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2.0 - 3.0 years

2 - 6 Lacs

pune

Work from Office

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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2.0 - 3.0 years

2 - 6 Lacs

mumbai

Work from Office

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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2.0 - 3.0 years

6 - 9 Lacs

nagpur

Work from Office

About The Role Job Role: Achieve consumer durable and similar products new car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include Large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise and guide sales team assigned managing dealer relationships Job Requirements: ualification MBA and/or Professional Degree preferred Job Knowledge and experience Should have at least 2-3 years of experience in sales management Excellent written and oral communication skills Passion to achieve and grow with the Organization. Relationship Management Skill Strong on Integrity and open to new roles/ responsibilities

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1.0 - 6.0 years

2 - 6 Lacs

varanasi

Work from Office

About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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3.0 - 8.0 years

6 - 11 Lacs

jaipur

Work from Office

About The Role This is an Internal document. Role This position will manage a team of 6 to 8 Privy RMs Hire, train, monitor and ensure KRA / SOP delivery of Privy Relationship Managers Responsible to drive business through key products of CASA, Trade & Fx, Assets and Insurance Role: This position will manage a team of 6 to 8 Privy RMs Hire, train, monitor and ensure KRA / SOP delivery of Privy Relationship Managers Responsible to drive business through key products of CASA, Trade & Fx, Assets and Insurance Deliver on portfolio health parameters like grouping, activation etc to maintain a high quality HNI book. Focus on acquisition to organically increase base of book Focus on service delivery to ensure a seamless customer experience Job Requirement: 6 8 years of work experience for MBAs and 8- 10 years for Non MBAs. Experience in handling large teams. Should possess knowledge across Banking, Trade & Fx, Asset products and Insurance Desired personality traitsHigh energy levels, Strong Sales Orientation, Driven by numbers, Good People Management skills

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2.0 - 3.0 years

2 - 6 Lacs

bengaluru

Work from Office

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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2.0 - 3.0 years

2 - 6 Lacs

tiruppur

Work from Office

About The Role Premier Acquisition Manager Business Banking KRAs: Responsible for Achieving the Business Objectives of the Retail Liabilities Sales Team for the branch and meet the Value, Volume and channel Productivity metrics Responsible for generation of revenues through sale of CA, X-Sell and Third Party Products like Insurance Responsible for Sourcing High Value CA customer"™s along with entire Family Banking relationships Penetration of Business Banking products like CMS/POS/Beat services to CA customer. Sources new to bank customers through external individual efforts and acquisition channel Desired Candidate Profile: Customer orientation High energy levels with a motive to succeed Had managed & Sourced Business Banking customer"™s Background in order of preference Banking, Financial Services Graduate2-3 years of experience Post Graduate2 -3 years of experience Age Limit 30 Years

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0.0 - 5.0 years

2 - 5 Lacs

hyderabad

Work from Office

About The Role Role: Elite Relationship Manager WC Position Code: 3424 Job Role Manage big ticket size clients having group exposure above 5 Cr Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done. Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA"™s. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"™s basis existing relationship management. Maintain CASA book and generate float income by opening all group accounts. Tracking of trade and forex transaction done by customer and generating income opportunities from this. Job Requirement Preferably MBA/ CA Experience2-3 years"™ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill

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1.0 - 6.0 years

2 - 6 Lacs

pune

Work from Office

About The Role Job Role: "¢ Enhancement of Deposit pool from Customers "¢ Establishing standards and delivery of service "¢ Sale of non-deposit products. Cross selling targets progressively "¢ Sale of MF and Insurance products "¢ Fee Income "¢ Branch Administration "¢ Regulatory Compliance "¢ Manage productivity and overall morale of branch team members "¢ Overall responsible for break-even and P&L of branch Job Requirements"¢ Overall 6yrs of Banking experience; out of which 3-4yrs in Retail Liabilities "¢ Must have had Sales experience and exposure, preferably of Liabilities products "¢ Qualifications- MBA / CA/ CAIB "¢ Good Leadership skills (though more tactical than strategic) "¢ ThinkerDoer 40:60 "¢ In-depth understanding of financial instruments, markets and macro micro economic processes "¢ Ability to carry along all the units involved in the customer service cycle to ensure customer "DELIGHT" "¢ Liaising with product management team, marketing and other centers & verticals for new product development, service enhancements and sales initiatives.

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0.0 - 5.0 years

2 - 5 Lacs

mumbai

Work from Office

About The Role Role: Elite Relationship Manager WC Position Code: 3424 Job Role Manage big ticket size clients having group exposure above 5 Cr Build strong and effective relationship with Promoters and build client trust and confidence Understand business models, target segments, cash flows and structure WC solutions to best suit customer needs. Ensure timely closure of all pending PDD"™s. Tracking and liaison with customer for any stock statements submissions pending, Stock insurance pending and ensure timely stock audit gets done. Visit to client locations at frequent intervals to stay connected and ensure growth and functionality of business model. Maintain optimum portfolio hygiene by ensuring entire churning is routed through KMBL and push for closure of other CA"™s. Push client for optimum utilization and track the utilization pattern MOM to identify any unusual transaction. Ensure minimum delinquency and work towards exit of clients identified in EWS. Be the face for the customer for his entire WC solutions. Provide timely advice and keep client updated with latest developments and pitch products beneficial to customer for smoother working. Liaison with internal departments credit/ops/trade desk/branch to facilitate client issues and ensure that the same are resolved within minimum TAT. Drive cross sell products and book penetration in allocated set of clients. Generate leads from existing customers and on-board new customer"™s basis existing relationship management. Maintain CASA book and generate float income by opening all group accounts. Tracking of trade and forex transaction done by customer and generating income opportunities from this. Job Requirement Preferably MBA/ CA Experience2-3 years"™ experience in the local market preferably some background in Credit & Sales Knowledge is required - ability to get the customer to buy into the asset proposition- loan amount, rate & fees. Strong oral and written Communication Relationship Management Skill

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